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Organization Migration Mapping Guide

This document provides detailed mapping from the current sector/subtype system to the new comprehensive categorization system.

Migration Overview

Source Data: 1,280 organizations with sector/subtype combinations Target System: Three-tier hierarchy (Primary Sector → Business Types → Service Categories)

Sector Mapping Table

Current Sector	Count	New Primary Sector	Rationale
`retail`	248	RETAIL_COMMERCE	Direct consumer goods retail
`healthcare`	134	HEALTHCARE_WELLNESS	Medical and healthcare services
`services`	126	PROFESSIONAL_SERVICES	Professional and consulting services
`automotive`	119	TRANSPORTATION_LOGISTICS	Automotive and transportation
`food_beverage`	94	FOOD_HOSPITALITY	Food and beverage services
`beauty_wellness`	79	CONSUMER_SERVICES	Personal care and wellness
`religious`	86	COMMUNITY_RELIGIOUS	Religious and community organizations
`education`	117	EDUCATION_TRAINING	Educational institutions
`energy`	46	MANUFACTURING_INDUSTRY	Energy production and utilities
`construction`	31	MANUFACTURING_INDUSTRY	Construction and building
`entertainment`	25	COMMUNITY_RELIGIOUS	Cultural and entertainment
`financial`	43	PROFESSIONAL_SERVICES	Financial services
`hospitality`	24	FOOD_HOSPITALITY	Accommodation services
`manufacturing`	18	MANUFACTURING_INDUSTRY	Manufacturing facilities
`government`	17	GOVERNMENT_PUBLIC	Government offices
`furniture`	32	RETAIL_COMMERCE	Furniture retail
`other`	28	(context-dependent)	Requires individual review
`sports`	2	COMMUNITY_RELIGIOUS	Sports and recreation
`technology`	2	PROFESSIONAL_SERVICES	Technology services
`agriculture`	2	AGRICULTURE_RESOURCES	Agricultural businesses

Detailed Subtype Mappings

RETAIL_COMMERCE Sector (248 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`retail/retail`	202	`retail_store`	`shopping_retail`, `daily_living`	Standard retail stores
`retail/commercial`	46	`retail_store`, `online_business`	`shopping_retail`	Commercial retail operations

HEALTHCARE_WELLNESS Sector (134 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`healthcare/healthcare`	134	`healthcare_facility`	`health_medical`, `essential_services`	All healthcare providers

PROFESSIONAL_SERVICES Sector (171 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`services/professional_services`	19	`professional_service`	`professional_business`	Consulting and professional services
`services/commercial`	87	`professional_service`	`professional_business`	Business services
`services/healthcare`	4	`professional_service`	`health_medical`	Healthcare consulting
`services/other`	4	`professional_service`	`specialized_services`	Specialized consulting
`services/personal_services`	12	`direct_service`	`personal_care`	Personal professional services
`financial/financial`	41	`professional_service`	`financial_services`	Financial services
`financial/commercial`	2	`professional_service`	`financial_services`	Commercial finance
`technology/technology`	2	`professional_service`	`professional_business`	Tech services

TRANSPORTATION_LOGISTICS Sector (119 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`automotive/automotive`	76	`transportation_service`	`transportation`	Automotive services
`automotive/commercial`	7	`transportation_service`	`transportation`	Commercial vehicle services
`automotive/infrastructure`	6	`transportation_service`	`transportation`	Transport infrastructure
`automotive/transportation`	15	`transportation_service`	`transportation`	Transportation services

FOOD_HOSPITALITY Sector (118 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`food_beverage/food_beverage`	84	`food_establishment`	`food_dining`, `daily_living`	Restaurants and food service
`food_beverage/commercial`	6	`food_establishment`	`food_dining`	Commercial food operations
`food_beverage/other`	4	`food_establishment`	`food_dining`	Other food services
`hospitality/commercial`	1	`hospitality_venue`	`food_dining`	Commercial hospitality
`hospitality/educational`	7	`hospitality_venue`	`entertainment_leisure`	Educational hospitality
`hospitality/hospitality`	16	`hospitality_venue`	`food_dining`	Hotels and lodging

CONSUMER_SERVICES Sector (79 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`beauty_wellness/personal_services`	79	`direct_service`	`personal_care`	Beauty and wellness services

COMMUNITY_RELIGIOUS Sector (113 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`religious/religious`	65	`religious_institution`	`community_religious`	Religious institutions
`religious/cultural`	9	`religious_institution`	`community_religious`	Cultural religious sites
`religious/government`	12	`religious_institution`	`community_religious`	Religious government relations
`entertainment/cultural`	18	`non_profit_organization`	`entertainment_leisure`	Cultural entertainment
`entertainment/commercial`	1	`hospitality_venue`	`entertainment_leisure`	Commercial entertainment
`entertainment/other`	8	`hospitality_venue`	`entertainment_leisure`	Other entertainment
`sports/cultural`	2	`non_profit_organization`	`entertainment_leisure`	Sports organizations

EDUCATION_TRAINING Sector (117 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`education/educational`	104	`educational_institution`	`education_learning`	Educational institutions
`education/commercial`	1	`educational_institution`	`education_learning`	Commercial education
`education/cultural`	1	`educational_institution`	`education_learning`	Cultural education
(empty sector)	11	(needs review)	(needs review)	Organizations without sector

MANUFACTURING_INDUSTRY Sector (95 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`manufacturing/commercial`	2	`manufacturing_facility`	`specialized_services`	Commercial manufacturing
`manufacturing/manufacturing`	16	`manufacturing_facility`	`specialized_services`	Manufacturing facilities
`construction/commercial`	7	`construction_contractor`	`home_services`	Commercial construction
`construction/manufacturing`	1	`construction_contractor`	`home_services`	Construction manufacturing
`construction/professional_services`	26	`construction_contractor`	`home_services`	Construction professionals
`construction/retail`	8	`construction_contractor`	`home_services`	Construction retail
`energy/commercial`	1	`manufacturing_facility`	`essential_services`	Commercial energy
`energy/energy`	41	`manufacturing_facility`	`essential_services`	Energy production
`energy/manufacturing`	5	`manufacturing_facility`	`essential_services`	Energy manufacturing

GOVERNMENT_PUBLIC Sector (17 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`government/government`	17	`government_office`	`government_services`	Government offices

AGRICULTURE_RESOURCES Sector (2 organizations)

Current Combination	Count	Business Types	Service Categories	Notes
`agriculture/manufacturing`	2	`agricultural_business`	`specialized_services`	Agricultural manufacturing

OTHER Sector (28 organizations) - Requires Individual Review

Current Combination	Count	Business Types	Service Categories	Notes
`other/cultural`	6	(individual review)	(individual review)	Cultural organizations
`other/educational`	17	(individual review)	(individual review)	Educational services
`other/other`	5	(individual review)	(individual review)	Miscellaneous

Migration Logic Implementation

TypeScript Migration Function

interface LegacyOrganization {
  sector: string | null;
  subtype: string;
}

interface NewOrganizationCategory {
  primarySector: string;
  businessTypes: string[];
  serviceCategories: string[];
}

function migrateOrganizationCategory(legacy: LegacyOrganization): NewOrganizationCategory {
  const { sector, subtype } = legacy;

  // Handle empty sector case
  if (!sector) {
    return {
      primarySector: 'NEEDS_REVIEW',
      businessTypes: [],
      serviceCategories: []
    };
  }

  // Sector mapping
  const sectorMap: Record<string, string> = {
    'retail': 'RETAIL_COMMERCE',
    'healthcare': 'HEALTHCARE_WELLNESS',
    'services': 'PROFESSIONAL_SERVICES',
    'automotive': 'TRANSPORTATION_LOGISTICS',
    'food_beverage': 'FOOD_HOSPITALITY',
    'beauty_wellness': 'CONSUMER_SERVICES',
    'religious': 'COMMUNITY_RELIGIOUS',
    'education': 'EDUCATION_TRAINING',
    'energy': 'MANUFACTURING_INDUSTRY',
    'construction': 'MANUFACTURING_INDUSTRY',
    'entertainment': 'COMMUNITY_RELIGIOUS',
    'financial': 'PROFESSIONAL_SERVICES',
    'hospitality': 'FOOD_HOSPITALITY',
    'manufacturing': 'MANUFACTURING_INDUSTRY',
    'government': 'GOVERNMENT_PUBLIC',
    'furniture': 'RETAIL_COMMERCE',
    'sports': 'COMMUNITY_RELIGIOUS',
    'technology': 'PROFESSIONAL_SERVICES',
    'agriculture': 'AGRICULTURE_RESOURCES',
    'other': 'NEEDS_REVIEW'
  };

  // Subtype-specific business type and service category mappings
  const subtypeMappings: Record<string, { businessTypes: string[], serviceCategories: string[] }> = {
    // Retail combinations
    'retail': {
      businessTypes: ['retail_store'],
      serviceCategories: ['shopping_retail', 'daily_living']
    },
    // Healthcare
    'healthcare': {
      businessTypes: ['healthcare_facility'],
      serviceCategories: ['health_medical', 'essential_services']
    },
    // Professional services
    'professional_services': {
      businessTypes: ['professional_service'],
      serviceCategories: ['professional_business']
    },
    'commercial': {
      businessTypes: ['professional_service'],
      serviceCategories: ['professional_business']
    },
    // Personal services
    'personal_services': {
      businessTypes: ['direct_service'],
      serviceCategories: ['personal_care']
    },
    // Food and beverage
    'food_beverage': {
      businessTypes: ['food_establishment'],
      serviceCategories: ['food_dining', 'daily_living']
    },
    // Automotive and transportation
    'automotive': {
      businessTypes: ['transportation_service'],
      serviceCategories: ['transportation']
    },
    'transportation': {
      businessTypes: ['transportation_service'],
      serviceCategories: ['transportation']
    },
    // Educational
    'educational': {
      businessTypes: ['educational_institution'],
      serviceCategories: ['education_learning']
    },
    // Religious and community
    'religious': {
      businessTypes: ['religious_institution'],
      serviceCategories: ['community_religious']
    },
    'cultural': {
      businessTypes: ['non_profit_organization'],
      serviceCategories: ['entertainment_leisure']
    },
    // Manufacturing and construction
    'manufacturing': {
      businessTypes: ['manufacturing_facility'],
      serviceCategories: ['specialized_services']
    },
    // Energy
    'energy': {
      businessTypes: ['manufacturing_facility'],
      serviceCategories: ['essential_services']
    },
    // Hospitality
    'hospitality': {
      businessTypes: ['hospitality_venue'],
      serviceCategories: ['food_dining']
    },
    // Financial
    'financial': {
      businessTypes: ['professional_service'],
      serviceCategories: ['financial_services']
    },
    // Government
    'government': {
      businessTypes: ['government_office'],
      serviceCategories: ['government_services']
    },
    // Technology
    'technology': {
      businessTypes: ['professional_service'],
      serviceCategories: ['professional_business']
    },
    // Infrastructure
    'infrastructure': {
      businessTypes: ['transportation_service'],
      serviceCategories: ['transportation']
    },
    // Other
    'other': {
      businessTypes: [],
      serviceCategories: ['specialized_services']
    }
  };

  const primarySector = sectorMap[sector] || 'NEEDS_REVIEW';
  const subtypeMapping = subtypeMappings[subtype] || { businessTypes: [], serviceCategories: [] };

  return {
    primarySector,
    businessTypes: subtypeMapping.businessTypes,
    serviceCategories: subtypeMapping.serviceCategories
  };
}

Migration Statistics

By Primary Sector Distribution

New Primary Sector	Organizations	Percentage
PROFESSIONAL_SERVICES	171	13.4%
RETAIL_COMMERCE	248	19.4%
HEALTHCARE_WELLNESS	134	10.5%
EDUCATION_TRAINING	117	9.1%
TRANSPORTATION_LOGISTICS	119	9.3%
FOOD_HOSPITALITY	118	9.2%
CONSUMER_SERVICES	79	6.2%
COMMUNITY_RELIGIOUS	113	8.8%
MANUFACTURING_INDUSTRY	95	7.4%
GOVERNMENT_PUBLIC	17	1.3%
AGRICULTURE_RESOURCES	2	0.2%
NEEDS_REVIEW	45	3.5%
TOTAL	1,280	100%

Service Category Distribution

Service Category	Organizations	Primary Use Case
shopping_retail	248	Finding stores and shops
professional_business	171	Business services and consulting
health_medical	138	Medical care and healthcare
transportation	119	Getting around and logistics
food_dining	118	Restaurants and food services
education_learning	117	Schools and learning
community_religious	113	Community and spiritual services
daily_living	286	Everyday necessities
essential_services	175	Critical services
personal_care	91	Beauty and personal services
specialized_services	123	Niche and expert services
entertainment_leisure	29	Fun and recreation
financial_services	43	Banking and money
government_services	17	Public services
home_services	42	Property and home services

Quality Assurance Checks

Pre-Migration Validation

All 1,280 organizations accounted for
Sector distribution matches expected counts
No organizations lost in mapping
Edge cases (empty sectors) properly flagged

Post-Migration Validation

Each organization has exactly one primary sector
Business types array is populated
Service categories align with primary sector
Icon mappings work for all categories
Filtering returns expected results

Performance Validation

Database migration completes within time limits
Query performance maintained or improved
Application startup time unaffected
Memory usage within acceptable limits

Rollback Strategy

Phase 1: Data Preservation

Backup current data: Create full backup before migration
Dual schema: Keep old columns during transition
Gradual rollout: Migrate in batches with monitoring

Phase 2: Rollback Execution

Restore old columns: Revert to sector/subtype system
Clear new data: Remove migrated categorization
Application rollback: Deploy previous version
Data verification: Ensure no data loss

Phase 3: Analysis & Recovery

Issue identification: Determine migration failure points
Fix root causes: Address identified problems
Retest migration: Validate fixes before retry
Gradual re-migration: Migrate in smaller, monitored batches

This detailed mapping ensures accurate migration from the current mixed system to the new comprehensive categorization system while maintaining data integrity and providing clear migration paths for all edge cases.

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